#16 Why Every Company Without Bitcoin Is Already Falling Behind
Stop Storing Fiat. Start Storing Energy.
When I built Sobtree, I realized something that changes the way a company breathes. If your treasury depends on fiat, you depend on monetary policy, inflation and your own cognitive biases. If your treasury is anchored in Bitcoin, you operate from a different plane. A plane where economic energy does not leak.
Most companies still do not see it.
But they will see it when it is too late.
Any euro you leave sitting still begins to lose value immediately. Even if official inflation says three percent, everyone running a real business feels six, eight, sometimes ten. Store one hundred thousand euros for ten years and you end up with the purchasing power of forty thousand. It is economic entropy. An invisible force that erodes anything that is not truly scarce.
Traditional treasury products try to compensate but never succeed. Bonds, deposits, treasury bills. All of them depend on an issuer who can change the rules. All of them age, require maintenance, pay taxes and accumulate degradation.
Bitcoin does not.
That is why in Sobtree we made a simple and radical decision.
Convert all productive surplus into BTC. Immediately. No waiting for the “perfect moment”.
Why?
Because the entrepreneur’s greatest enemy is not volatility. It is hesitation.
Waiting always feels prudent, but it is extremely expensive.
Studies on market timing show this clearly. The vast majority of professional managers underperform simple automated allocation strategies. If even the professional fails, imagine the entrepreneur who is also managing people, operations, growth and execution pressure.
So we stopped waiting.
We allocate. We consolidate. We build.
And then we use that BTC as collateral.
Not to speculate.
But to expand operational capacity.
A practical example.
If the company generates 40 000 euros of surplus each year and we convert it to BTC, after two years we hold 80 000 euros in base treasury. On that BTC, we take a line of credit at 20 percent loan-to-value. That gives us 16 000 euros to acquire Rigs that produce cashflow.
If those rigs generate 1 000 euros per month, in one year they create 12 000 euros.
In three years, more than 36 000 euros.
All without selling a single satoshi.
The treasury grows through appreciation.
The rigs generate external cashflow.
The system feeds itself.
Contrast that with growing using fiat reserves.
Those reserves lose energy constantly.
And every movement in fiat carries friction.
Taxes on interest.
Withholding.
Bank commissions.
Purchasing power decay.
Add those frictions for twenty years and the company climbs a hill made of mud.
Here is where Bitcoin changes the geometry.
It does not decay.
It requires no maintenance.
It has no hidden costs.
It depends on no authority.
And its scarcity is absolute.
A company that does not understand this is doomed to compete while its treasury melts. When the environment tends to infinity, assets that tend to zero disappear.
Let’s look at supposedly “safe” assets many companies rely on, adding concrete entropy data from historical studies, maintenance costs and long-term degradation:
Real Estate: average entropy leak of 3 to 5 percent per year when you combine maintenance, structural depreciation, local taxes, insurance and vacancy risk. Over twenty years, more than 60 percent of economic energy is lost just to keep the asset functional.
Bonds: real entropy varies with interest rate cycles, but long-term studies of government bonds show 2 to 4 percent annual real degradation when inflation outpaces yields. Rising rates can amplify this dramatically.
Stocks: despite growth potential, dilution, management decisions and monetary expansion produce an entropy effect of 1.5 to 3 percent per year in real purchasing power relative to a hard monetary base.
All of them lose energy over time.
Bitcoin does not.
And when you factor in fiscal friction, the gap becomes enormous.
Every fiat return is taxed.
Every movement takes a percentage.
Every year your efficiency falls.
If one company retains only 70 percent of the economic energy it generates, while a Bitcoin-first architecture retains 95 to 99 percent thanks to reduced friction and no asset sales, after twenty years these companies are not in different leagues. They are in different universes.
Here is the part usually hidden behind high-ticket consulting.
The three elements that make a company antifragile:
Bitcoin Treasury as the primary monetary base
International holding structure to separate risk, activity and fiscal optimization
BTC-backed credit lines diversified across regulated lenders to finance expansion without selling
Combine these and something powerful happens.
The company stops depending on time and starts using time as leverage.
While others debate whether they will buy BTC “when it drops”, we are already using its existence to eliminate entropy, finance expansion and multiply capacity. Not because we are smarter, but because we removed the frictions that silently destroy value.
Sobtree does not store surplus in Bitcoin out of ideology.
We do it because it is physically more efficient.
Because it eliminates degradation.
Because it allows us to build systems that sustain themselves.
And because every satoshi we do not sell becomes another brick in a structure that grows by itself.
In an increasingly complex world, companies fall into two groups.
Those who fight entropy.
And those who remove it at the root.
We chose the second path.
And that is why our trajectory is inevitable.